Civic Intelligence

Marshfield Area Community Foundation Inc.

990 • Fiscal year 2020 • EIN 47-3441083

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileWWW.MARSHFIELDAREACOMMUNITYFOUNDATION.ORG
211 E Second St No 2Marshfield, WI 54449

(715) 384-9029

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.09x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

9th percentile

-33%

Higher net margin than 9% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

17th percentile

$66,077

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

25th percentile

-0.4%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

83%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$14,602,940

Down $64,201 (-0.4%) from 2019

Net Assets

Down

$14,255,574

Down $186,064 (-1.3%) from 2019

Liabilities

Up

$347,366

Up $121,863 (+54%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin9th percentile

Revenue

Up

$3,806,780

Up $1,730,694 (+83%) from 2019

Expenses

Up

$5,061,750

Up $684,436 (+16%) from 2019

Net Income

Up

-$1,254,970

Up $1,046,258 (+45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2016: $10,268,423Liabilities 2016: $240,406Net Assets 2016: $10,028,0172016Assets 2017: $15,308,707Liabilities 2017: $259,468Net Assets 2017: $15,049,2392017Assets 2018: $16,020,550Liabilities 2018: $197,103Net Assets 2018: $15,823,4472018Assets 2019: $14,667,141Liabilities 2019: $225,503Net Assets 2019: $14,441,6382019Assets 2020: $14,602,940Liabilities 2020: $347,366Net Assets 2020: $14,255,5742020Assets 2021: $16,552,602Liabilities 2021: $466,348Net Assets 2021: $16,086,2542021Assets 2022: $13,640,166Liabilities 2022: $357,891Net Assets 2022: $13,282,2752022Assets 2023: $15,813,441Liabilities 2023: $412,369Net Assets 2023: $15,401,0722023Assets 2024: $19,195,889Liabilities 2024: $431,056Net Assets 2024: $18,764,8332024

Highlighted filing

2020

Assets$14,602,940
Liabilities$347,366
Net Assets$14,255,574
Open 2020 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MRevenue 2016: $15,641,330Expenses 2016: $5,778,439Net Income 2016: $9,862,8912016Revenue 2017: $5,364,404Expenses 2017: $1,026,372Net Income 2017: $4,338,0322017Revenue 2018: $4,737,300Expenses 2018: $2,946,806Net Income 2018: $1,790,4942018Revenue 2019: $2,076,086Expenses 2019: $4,377,314Net Income 2019: -$2,301,2282019Revenue 2020: $3,806,780Expenses 2020: $5,061,750Net Income 2020: -$1,254,9702020Revenue 2021: $4,290,484Expenses 2021: $2,886,023Net Income 2021: $1,404,4612021Revenue 2022: $1,573,479Expenses 2022: $1,972,737Net Income 2022: -$399,2582022Revenue 2023: $2,728,752Expenses 2023: $2,035,917Net Income 2023: $692,8352023Revenue 2024: $4,555,229Expenses 2024: $1,784,334Net Income 2024: $2,770,8952024

Highlighted filing

2020

Revenue$3,806,780
Expenses$5,061,750
Net Income-$1,254,970
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$16,550,352
Mission and Program Overview

Mission

The purpose of the marshfield area community foundation is to receive and accept property exclusively for educational, recreational, artistic/ cultural, conservation, community development, charitable or benevolent purposes for the benefit and improvement of residents of the city of marshfield, its surrounding area and vicinity as designated from time to time by the marshfield area community foundation board of directors, and other areas included in gifts or bequests accepted by the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,599,405$11,534,908▼ $64,497
Pledges and Grants Receivable$3,005,460$2,948,198▼ $57,262
Cash and Non-Interest-Bearing Accounts$15,724$83,124▲ $67,400
Land, Buildings, and Equipment, Net$42,662$36,710▼ $5,952
Prepaid Expenses and Deferred Charges$3,890--
Total Assets$14,667,141$14,602,940▼ $64,201
Liabilities
Escrow Account Liability$220,146$345,458▲ $125,312
Accounts Payable and Accrued Expenses$5,357$1,908▼ $3,449
Total Liabilities$225,503$347,366▲ $121,863
Net Assets / Fund Balance
Net Assets With Donor Restrictions$12,809,960$12,211,377▼ $598,583
Net Assets Without Donor Restrictions$1,631,678$2,044,197▲ $412,519
Total Net Assets Fund Balance$14,441,638$14,255,574▼ $186,064
Total Liabilities and Net Assets / Fund Balance$14,667,141$14,602,940▼ $64,201

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,332$24,098-
Leasehold Improvements$26,378$4,255-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$12,809,960$2,887,191▲ $1,303,348-$12,211,377
2019$14,452,794$1,233,570▲ $1,249,088-$12,809,960
2018$13,778,119$3,698,614▼ $315,885-$14,452,794
2017$9,166,012$4,529,406▲ $1,096,488-$13,778,119
2016-$14,524,618▲ $359,236-$9,166,012
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stacey SchultzExecutive DirectorFT$66,077$66,077

Board Members and Trustees

NameTitle
Ben BauerImmediate Past President
James BarteltPresident
Rev Dr Laurie Brubaker DavisPresident Elect
Brian ParkerDirector
Carlos EscuderoDirector
Carolyn SchuleinDirector
Diane VealeDirector
Justin CaspersonDirector
Lori GroppDirector
Lyle LangDirector
Michelle BoernkeDirector
Ryan ChristensenDirector
Scott LarsonDirector
Terry FranklandDirector
Lori BelongiaSecretary
Ron WilczekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,370,651
Program Service Revenue
$0
Investment Income
$436,129
Other Revenue
$0
All Other Contributions
$3,370,651
Change in Net Assets
$-1,254,970

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,745,329
Revenue Not Reported on Financial Statements
$61,451
Revenue Not Reported on Form 990
$1,092,627
Total Revenue per Audited Statements
$4,837,956
Total Revenue per Form 990
$3,806,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,819,817
Other Expenses$131,504
Salaries, Compensation, and Employee Benefits$110,429
Total Fundraising Expense$41,070
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,676,153--$4,676,153
Grants to Domestic Individuals$143,664--$143,664
Current Officers, Directors, Trustees, and Key Employees$13,216$39,645$13,216$66,077
Fees for Service Investment Mgmnt Fees-$40,585-$40,585
Other Salaries and Wages$6,780$20,342$6,780$33,902
Information Technology$9,496$9,496$8,139$27,131
Fees for Services Accounting-$21,733-$21,733
Payroll Taxes$1,530$4,588$1,530$7,648
Occupancy$1,599$3,715$1,523$6,837
Depreciation Depletion-$5,512-$5,512
Fees for Services Legal-$5,138-$5,138
Insurance-$3,346-$3,346
Pension Plan Contributions$560$1,682$560$2,802
Office Expenses$480$480$413$1,373
Other Expenses$5,479$1,164$8,885$1,164
Conferences and Meetings$85$84-$169
All Other Expenses$29$29$24$82
Total Functional Expenses$4,859,071$161,609$41,070$5,061,750

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,061,750
Total Expenses per Audited Statements$5,024,020
Expenses per Audited Statements$5,000,299
Expenses Not Reported on Financial Statements$61,451
Expenses Not Reported on Form 990$23,721
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marshfield Parks & RecreationMarshfield, WI501(c)(3)Community Grants$2,125,465
School District of MarshfieldMarshfield, WI-Community Grants$1,065,224
Don Nikolai ConstructionMarshfield, WI501(c)(3)Community Grants$956,369
Marshfield Area Pet ShelterMarshfield, WI501(c)(3)Community Grants$70,000
Scherrer Construction Co IncWausau, WI-Community Grants$56,388
Marshfield Area YmcaMarshfield, WI501(c)(3)Community Grants$44,114
City of MarshfieldMarshfield, WICityCommunity Grants$41,187
Marshfield Area United WayMarshfield, WI501(c)(3)Community Grants$30,977
Marshfield Clinic Health System FoundationMarshfield, WI501(c)(3)Community Grants$17,500
Comfort Systems Heating & Air ConditioningMadison, WI501(c)(3)Community Grants$15,419
Marshfield Area Habitat for HumanityMarshfield, WI501(c)(3)Houses$14,378
Techno Metal Post of Se WisconsinHartland, WI-Community Grants$13,175
North Central Community Action ProgramMarshfield, WI501(c)(3)Community Grants$12,000
SCHALOW'S NURSERYMarshfield, WISchoolCommunity Grants$12,000
Haas Builders IncWisconsin Rapids, WI501(c)(3)Community Grants$11,946
Columbus Catholic SchoolMarshfield, WISchoolGeneral Operations$11,142
Columbus High SchoolMarshfield, WISchoolGeneral Operations$11,000
American Legion Post 54Marshfield, WI501(c)(3)Community Grants$10,562
Soup or SocksMarshfield, WI-Community Grants$10,400
St John the Baptist Catholic ParishMarshfield, WI-Community Grants$8,208
Marshfield Rotary Club FoundationMarshfield, WISchoolCommunity Grants$8,000
Heinzen Printing and PromotionalMarshfield, WI501(c)(3)Community Grants$6,759
Our Lady of Peace ParishMarshfield, WI501(c)(3)Community Grants$6,572
University of Wisconsin Stevens Point at MarshfieldMarshfield, WI-General Operations$6,458
Opportunity Development CenterWisconsin Rapids, WI501(c)(3)Community Grants$6,259
Mainstreet MarshfieldMarshfield, WI501(c)(3)Community Grants$6,171
Marshfield Police DepartmentMarshfield, WI501(c)(3)Community Grants$5,000
The Marathon County Hunger Coalition Co United Way of Marathon CountyWausau, WI-Community Grants$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive director reviews form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts are reviewed at every meeting as grant requests are considered.”

Form 990, Part VI, Section B, Line 15

“Board of directors queries united way annually to monitor compensation paid at grantee agencies to determine if the community foundation is comparable to other not-for-profits in the area.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Marshfield Area
EIN
47-3441083
Phone
7153849029
Address
211 E SECOND ST NO 2, MARSHFIELD, WI 54449

Signing Officer

Name
Stacey Schultz
Title
Executive Director
Phone
7153849029
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacey Schultz
Formed
2016
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
16
Employees
3
Volunteers
32

Preparer

Firm
Wipfli Llp
Address
PO BOX 8010, WAUSAU, WI 54402-8010
Preparer
Mary a Coates CPA
Phone
7158453111
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“The marshfield area community foundation holds accounts over which they have signature authority, in which the funds are held for the benefit of other not-for-profit organizations.”

PART X, LINE 2:

“The foundation has evaluated its income tax positions and determined it has no uncertain positions as of december 31, 2020. Accordingly, no assets or liabilities for uncertain tax positions or unrecognized tax benefits have been recorded.”

Raw XML AppendixShowing 400 of 776 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1666077
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
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IRS990/FormationYr02016
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0278857
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt04819817
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0143664
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0143664
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04676153
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04676153
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013021989
IRS990/GrossReceiptsAmt016550352
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt08139
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt09496
IRS990/InformationTechnologyGrp/ProgramServicesAmt09496
IRS990/InformationTechnologyGrp/TotalAmt027131
IRS990/InsuranceGrp/ManagementAndGeneralAmt03346
IRS990/InsuranceGrp/TotalAmt03346
IRS990/InvestmentIncomeGrp/ExclusionAmt0157712
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0157712
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011599405
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011534908
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028353
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042662
IRS990/LandBldgEquipBasisNetGrp/EOYAmt036710
IRS990/LandBldgEquipCostOrOtherBssAmt065063
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0440
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012743132
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE MARSHFIELD AREA COMMUNITY FOUNDATION IS TO RECEIVE AND ACCEPT PROPERTY EXCLUSIVELY FOR EDUCATIONAL, RECREATIONAL, ARTISTIC/ CULTURAL, CONSERVATION, COMMUNITY DEVELOPMENT, CHARITABLE OR BENEVOLENT PURPOSES FOR THE BENEFIT AND IMPROVEMENT OF RESIDENTS OF THE CITY OF MARSHFIELD, ITS SURROUNDING AREA AND VICINITY AS DESIGNATED FROM TIME TO TIME BY THE MARSHFIELD AREA COMMUNITY FOUNDATION BOARD OF DIRECTORS, AND OTHER AREAS INCLUDED IN GIFTS OR BEQUESTS ACCEPTED BY THE FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014441638
IRS990/NetAssetsOrFundBalancesEOYAmt014255574
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0278417
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0278417
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01068906
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01631678
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02044197
IRS990/NoncashContributionsAmt0479
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01523
IRS990/OccupancyGrp/ManagementAndGeneralAmt03715
IRS990/OccupancyGrp/ProgramServicesAmt01599
IRS990/OccupancyGrp/TotalAmt06837
IRS990/OfficeExpensesGrp/FundraisingAmt0413
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0480
IRS990/OfficeExpensesGrp/ProgramServicesAmt0480
IRS990/OfficeExpensesGrp/TotalAmt01373
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUND DRIVE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt08885
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0510
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13560
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21164
IRS990/OtherExpensesGrp/ProgramServicesAmt05479
IRS990/OtherExpensesGrp/TotalAmt08885
IRS990/OtherExpensesGrp/TotalAmt15989
IRS990/OtherExpensesGrp/TotalAmt23560
IRS990/OtherExpensesGrp/TotalAmt31164
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt06780
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020342
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06780
IRS990/OtherSalariesAndWagesGrp/TotalAmt033902
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01530
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04588
IRS990/PayrollTaxesGrp/ProgramServicesAmt01530
IRS990/PayrollTaxesGrp/TotalAmt07648
IRS990/PensionPlanContributionsGrp/FundraisingAmt0560
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01682
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0560
IRS990/PensionPlanContributionsGrp/TotalAmt02802
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03005460
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02948198
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03890
IRS990/PrincipalOfficerNm0STACEY SCHULTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01491272
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04140869
IRS990/PYInvestmentIncomeAmt0584814
IRS990/PYOtherExpensesAmt0106269
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2301228
IRS990/PYSalariesCompEmpBnftPaidAmt0130176
IRS990/PYTotalExpensesAmt04377314
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02076086
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1254970
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03345071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01491272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03997520
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04813393
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015752559
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029399815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0157712
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0234733
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0206232
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0523508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0265305
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01387490
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt025245680
IRS990ScheduleA/SubstantialContributorsTotAmt04154135
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03345071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01491272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03997520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04813393
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015752559
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029399815
IRS990ScheduleA/TotalSupportAmt030787305
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt037454
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt012809960
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02887191
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012211377
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt04751668
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01303348
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0173354
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014452794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01233570
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt079916
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt013778119
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt03698614

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,602,940
Liabilities
$347,366
Net assets
$14,255,574
Revenue
$3,806,780
Expenses
$5,061,750
Net income
-$1,254,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$0.43$18.8$4.56$1.78$2.77
2023Detailed filing. Detailed filing data is available for this year.$15.8$0.41$15.4$2.73$2.04$0.69
2022Detailed filing. Detailed filing data is available for this year.$13.6$0.36$13.3$1.57$1.97$0.40
2021Detailed filing. Detailed filing data is available for this year.$16.6$0.47$16.1$4.29$2.89$1.40
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.35$14.3$3.81$5.06$1.25
2019Detailed filing. Detailed filing data is available for this year.$14.7$0.23$14.4$2.08$4.38$2.30
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.20$15.8$4.74$2.95$1.79
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.26$15.0$5.36$1.03$4.34
2016Summary only. Only limited summary data is available for this year.$10.3$0.24$10.0$15.6$5.78$9.86